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Associate Financial Advisor
Location:
Ann Arbor, MI
Description:
Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired• Requires a Bachelor’s degree in business administration, finance, or other related field• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed• Up-to-date FINRA Series 7 & 63/66 documents are a bonus Compensation: $50,000 - $80,000 at plan About Company: The mutual insurance company offers a wide range of products. Will cover costs of licensing, full benefits package. Affiliated with NYLIFE Securities and Eagle Strategies.
Company:
New York Life
Posted:
April 22 on WizeHire
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More About this Listing: Associate Financial Advisor
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at New York Life located in Ann Arbor MI. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at New York Life located in Ann Arbor MI. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.